Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.8B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$132M
3
+$115M
4
PYPL icon
PayPal
PYPL
+$111M
5
MA icon
Mastercard
MA
+$111M

Top Sells

1
+$318M
2
+$191M
3
+$187M
4
MNST icon
Monster Beverage
MNST
+$145M
5
TGT icon
Target
TGT
+$142M

Sector Composition

1 Technology 33.61%
2 Financials 14.27%
3 Consumer Discretionary 14.14%
4 Healthcare 11.46%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.02M 0.01%
19,133
+215
602
$2.02M 0.01%
187,382
-78,823
603
$1.98M 0.01%
235,299
-12,598
604
$1.98M 0.01%
176,857
+62,824
605
$1.98M 0.01%
+101,827
606
$1.96M 0.01%
25,762
+22,510
607
$1.95M 0.01%
210,711
+12,108
608
$1.92M 0.01%
46,761
-73,354
609
$1.92M 0.01%
226,944
-100,039
610
$1.92M 0.01%
+2,103,048
611
$1.91M 0.01%
451,966
-41,964
612
$1.88M 0.01%
+140,819
613
$1.85M 0.01%
27,304
-2,262
614
$1.82M 0.01%
9,988
-5,256
615
$1.81M 0.01%
+13,681
616
$1.79M 0.01%
22,612
617
$1.77M 0.01%
172,101
-121,407
618
$1.76M 0.01%
38,747
-144
619
$1.75M 0.01%
117,164
+95,202
620
$1.75M 0.01%
21,579
-80,929
621
$1.75M 0.01%
260,546
-585,177
622
$1.74M 0.01%
71,202
-428,116
623
$1.73M 0.01%
31,239
+1,924
624
$1.73M 0.01%
328,829
-37,354
625
$1.73M 0.01%
+14,200
23 24
25
26 27